Adding new users to the Tractian monitoring platform is an essential process to ensure that your team has access to the necessary tools for their work. This detailed guide explains each step to make sure nothing is overlooked.
At Tractian, a user is anyone who has access to the platform, whether to view information, monitor indicators, or manage configurations related to monitoring. Each user must have an appropriate access role for their responsibilities.
There are different user roles, each with specific permissions, ensuring that only the right people can view or modify certain information.
Adding a new user
1. Access Settings
To add a new user, go to the platform settings:
In the top right corner of the screen, click on your profile icon (with your photo or initials).
In the dropdown menu, click on “Settings”.
2. Go to Users Management
Within the settings page, find the “Users Management” section in the left-hand menu.
Click on the “Users” option.
3. Add a new user
In the top right corner of the screen, click the “+ Add User” button.
A new screen or pop-up will appear to fill in the new user's information.
4. Fill in the new user's details
When adding a user, it’s important to correctly complete all requested fields. Each one impacts how the user accesses the monitoring platform:
Corporate Email: Provide a valid company email. The user will receive an invitation to access the platform at this email.
Full Name: Enter the user's full name to ensure proper identification.
Access Role: Define the appropriate role for the new user.
Platform Modules: Select the modules the user will have access to (Monitoring, TracOS™, or both).
Access to Specific Locations (Optional): If your company uses location-based control, determine which plants or units the user can view.
5. Grant access to other companies (Optional)
If the user needs access to more than one company within Tractian:
Click on “Add access to more companies”.
A new field will appear where you can select the relevant companies.
6. Complete the registration
After filling out all the information, click “Save”.
The new user will receive an automatic email with a link to access the platform and set up their password.
User Roles and Permissions
Each user must be assigned a role that defines what they can view and modify on the monitoring platform. The standard roles are:
Global Administrator: Full access to all tools and configurations of all company sites.
Administrator: Full access to tools and configurations of the assigned site.
General Access: Full access to all company tools and configurations, except global settings.
Viewer: View-only access to all items on the platform, without permission to make changes.
Important note: Only Administrators can create and edit users and permissions.